If

Institute for Wealth Management, LLC.

13F
Institute for Wealth Management, LLC.
Last update 2024-11-13 550 Stocks (55 new)
Value $792.00 Mil Turnover 4 %
Countries:
Top Holdings: NVDA(12.39%)AAPL(3.76%)MSFT(2.75%)AMZN(2.16%)META(1.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
Institute for Wealth Managemen... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
808,775
98217.650
-0.68%
12.390
-0.09%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
AAPL 		Apple Inc
127,905
29801.980
-0.37%
3.760
-0.01%
0.000
+3.52%
-5.42%
3580182.678
Hardware
MSFT 		Microsoft Corp
50,588
21768.070
-0.59%
2.750
-0.02%
0.000
+0.95%
-0.60%
3114843.301
Software
AMZN 		Amazon.com Inc
91,744
17094.740
+0.93%
2.160
+0.02%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
META 		Meta Platforms Inc
20,275
11606.230
-1.03%
1.460
-0.01%
0.000
+5.57%
+5.18%
1554731.508
Interactive Media
QQQ 		INVESCO QQQ Trust
21,437
10462.530
-27.59%
1.320
-0.52%
0.000
+3.13%
-0.79%
317475.581
 
GOOGL 		Alphabet Inc
60,228
9988.740
-0.67%
1.260
-0.01%
0.000
+18.62%
+1.45%
2357015.060
Interactive Media
ADBE 		Adobe Inc
18,795
9731.650
+0.03%
1.230
0%
0.000
-19.39%
-8.72%
178685.984
Software
COST 		Costco Wholesale Corp
9,726
8622.460
+6.56%
1.090
+0.07%
0.000
+4.99%
+2.26%
415906.607
Retail - Defensive
AXON 		Axon Enterprise Inc
20,820
8319.670
-0.07%
1.050
0%
0.030
+32.94%
-4.09%
43465.222
Aerospace & Defense

Institute for Wealth Management, LLC.'s Historical Top Holdings Breakdowns

Institute for Wealth Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-8.01%
●
495.16 ($523.39) 548.49
$580.49
10.91%
Reduce -92.58%
9,520
-118,778
SPY 		S&P 500 ETF TRUST ETF2024-03-31Add
+7.45%
●
467.28 ($497.86) 523.17
$580.49
16.60%
Add 621.91%
128,298
110,526
RXRX 		Recursion Pharmaceuticals Inc2024-03-31New Buy
+0.75%
●
9.13 ($11.14) 15.52
$6.88
-38.24%
New holding
581,149
581,149
QQQ 		INVESCO QQQ Trust2023-03-31Add
+0.73%
●
261.18 ($294.67) 320.93
$507.21
72.13%
Add 51.18%
35,475
12,009
QQQ 		INVESCO QQQ Trust2023-03-31Add
+0.73%
●
261.18 ($294.67) 320.93
$507.21
72.13%
Add 51.18%
35,475
12,009
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.62%
●
23.16 ($25.16) 26.42
$27.71
10.14%
Add 300.32%
250,504
46,982
QQQ 		INVESCO QQQ Trust2024-06-30Reduce
-0.62%
●
414.65 ($449.75) 485.21
$507.21
12.78%
Reduce -26.8%
29,605
-10,841
USMV 		iShares MSCI USA Min Vol Factor ETF2023-03-31Reduce
-0.61%
●
68.8 ($71.58) 73.44
$87.68
22.49%
Reduce -75.75%
13,015
-40,650
USMV 		iShares MSCI USA Min Vol Factor ETF2023-03-31Reduce
-0.61%
●
68.8 ($71.58) 73.44
$87.68
22.49%
Reduce -75.75%
13,015
-40,650
RXRX 		Recursion Pharmaceuticals Inc2024-09-30Sold Out
-0.58%
●
5.92 ($7.17) 8.6
$6.88
-4.04%
Sold Out
0
-580,997

Institute for Wealth Management, LLC. Total Holding History ($B)

To

Institute for Wealth Management, LLC.'s Asset Allocation

To

Institute for Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Institute for Wealth Management, LLC.'s Hypothetical Growth since 2024-09-30

Institute for Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Institute for Wealth Management, LLC.'s Holdings Heat Map

Size field:

Institute for Wealth Management, LLC.'s Holdings Bubble Chart

Institute for Wealth Management, LLC. News

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